DescriptionYou will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities.
As you progress and meet specific program requirements, you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development.
What We OfferNew York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader:
- Industry-leading training in business development, marketing, and relationship management
- Ongoing mentorship and professional development
- Hands-on experience building and growing a business
- A defined path into leadership and management
- The opportunity to lead, coach, and develop future financial professionals
What We Are Looking ForWe are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have:
- Sales or management experience in another industry
- Experience running a business or leading a team
- An MBA or other equivalent degree
- Strong relationship-building and communication skills
- A forward-thinking mindset and leadership potential
If you're looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you.
How It WorksPhase 1: Build Experience as a Financial Professional
In your first year, you'll gain hands-on experience as a financial professional-building client relationships, growing your business, and developing a strong foundation in financial services. We'll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions.
Training & Resources
You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels.
Products & Solutions
Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds.
Phase 2: Transition to Associate Partner
After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program focused on leadership, recruiting, and team development.
As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow.
Compensation & Benefits
When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link:
https://www.newyorklife.com/careers/financial-professionals/income-and-benefits
If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000.
In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop ("R&Ds"). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse.
You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.
Responsibilities• Build and nurture client relationships to understand their financial goals and provide tailored solutions.
• Develop and manage your own financial practice with the support of industry-leading training and resources.
• Utilize digital tools and marketing strategies to attract and retain clients across various channels.
• Deliver a comprehensive suite of insurance and financial products to help clients achieve their financial objectives.
• Participate in ongoing mentorship and professional development to enhance your skills and knowledge.
• Meet specific performance requirements to transition into the Associate Partner role, focusing on leadership and team development.
• Recruit, coach, and develop a team of financial professionals as you progress into management roles within the company.
Qualifications• Experience in building and nurturing client relationships to provide tailored financial solutions.
• Ability to develop and manage a financial practice with the support of industry-leading resources.
• Proven track record of utilizing digital tools and marketing strategies to attract and retain clients.
• Experience delivering a comprehensive suite of insurance and financial products to meet client objectives.
• Commitment to ongoing mentorship and professional development to enhance skills and knowledge.
• Demonstrated ability to meet performance requirements for transitioning into leadership roles.
• Experience in recruiting, coaching, and developing a team of financial professionals as part of career progression.
